[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @PTrubey Phil Trubey Phil Trubey posts on X about tesla, robot, optimus, $tsla the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::990361260/interactions)  - X Week XXXXXXX +69% - X Month XXXXXXXXX +157% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX +293% ### Mentions: XX [#](/creator/twitter::990361260/posts_active)  - X Month XX -XX% - X Months XXX -XX% - X Year XXX +75% ### Followers: XXXXX [#](/creator/twitter::990361260/followers)  - X Week XXXXX +0.62% - X Month XXXXX +9.80% - X Months XXXXX +53% - X Year XXXXX +292% ### CreatorRank: XXXXXX [#](/creator/twitter::990361260/influencer_rank)  ### Social Influence [#](/creator/twitter::990361260/influence) --- **Social category influence** [stocks](/list/stocks) #1160 [automotive brands](/list/automotive-brands) #1309 [celebrities](/list/celebrities) XXXX% [finance](/list/finance) #1963 [technology brands](/list/technology-brands) #6741 [countries](/list/countries) XXXX% [travel destinations](/list/travel-destinations) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [tesla](/topic/tesla) #141, [robot](/topic/robot) 3.85%, [optimus](/topic/optimus) 2.56%, [$tsla](/topic/$tsla) #950, [10x](/topic/10x) #14, [money](/topic/money) 2.56%, [waymo](/topic/waymo) 2.56%, [cloudflare](/topic/cloudflare) #23, [humanoid](/topic/humanoid) 2.56%, [los angeles](/topic/los-angeles) XXXX% **Top accounts mentioned or mentioned by** [@sawyermerritt](/creator/undefined) [@wholemarsblog](/creator/undefined) [@starlink](/creator/undefined) [@figurerobot](/creator/undefined) [@limitingthe](/creator/undefined) [@carsonight](/creator/undefined) [@chasesawman](/creator/undefined) [@goer_of_overs](/creator/undefined) [@grok](/creator/undefined) [@pbeisel](/creator/undefined) [@grandnagus](/creator/undefined) [@weighingin2](/creator/undefined) [@dovysimumma](/creator/undefined) [@oopfuture](/creator/undefined) [@moonlitson](/creator/undefined) [@redwolftesla](/creator/undefined) [@hinrichszane](/creator/undefined) [@elonmusk](/creator/undefined) [@nosheepusebrain](/creator/undefined) [@kitingbikinguk](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts [#](/creator/twitter::990361260/posts) --- Top posts by engagements in the last XX hours "@suups @TheHumanoidHub @Grok is the Optimus robot in the new Tesla diner in Los Angeles running in autonomous mode or teleoperated by a human Give sources if you can"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1947444749365088762) 2025-07-21 23:53:04 UTC 7496 followers, XXX engagements "@pbeisel Great article. Im wondering how Tesla produces full color images for human consumption if their sensor is only RCCC"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1947678382038389122) 2025-07-22 15:21:27 UTC 7628 followers, XXX engagements "-------- CFO/Financials --------- Oof. Elon: "We could have a few rough quarters coming up Q4 Q1 Q2 but 2H26 looks great maybe end of next year." Next several years Tesla will transition from pre-autonomy to post-autonomy. "Some teething pains will occur." Robotaxi should have material impact on Tesla financials by the end of 2026. BBB will negatively impact all operations including vehicles energy. $284M Bitcoin gain in Q1 va $125M loss in Q1. $9B() of capex for rest of 2025. Tesla will be financing Robotaxi network through a combination of cash and eventually debt financing based on"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948158640835412090) 2025-07-23 23:09:49 UTC 7631 followers, 10.7K engagements "@joma_gc Thanks for the summary so I dont have to wade through all the garbage. While mildly interesting in a voyeuristic kind of way in the end who cares what Hunter Biden says and thinks"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1947449755359187415) 2025-07-22 00:12:58 UTC 7631 followers, 56.3K engagements "There are plenty of companies/academic research projects that are doing long horizon complex manipulation tasks fully autonomous here's just the latest one I ran across. But it is still very much an active research area"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1947664398304018742) 2025-07-22 14:25:53 UTC 7613 followers, 1629 engagements "Will the stock price tumble on this Who the heck knows. Predicting $TSLA is a fools errand. You think its going to zig and it zags. And you dont want to be late to the party when it does finally start going up because historically it has huge quick run ups"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948397028264009876) 2025-07-24 14:57:05 UTC 7631 followers, XXX engagements "@weighingin2 @Starlink Yeah those cheap on off toggle switches get you every time 😜"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948549557564178691) 2025-07-25 01:03:11 UTC 7631 followers, XXX engagements "@SawyerMerritt Yeah that was disappointing"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948394298577387663) 2025-07-24 14:46:14 UTC 7631 followers, 21.6K engagements "----- Upcoming November Shareholder Meeting ----- When asked about Tesla investing in xAI Elon said shareholders should put forward proposals for the upcoming shareholder meeting. Smart call to remove himself from this since he has personal conflicts of interest on this. Elon said he hopes his compensation is addressed at the shareholder meeting. Shareholder meeting will have more info about AI"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948158960076497112) 2025-07-23 23:11:05 UTC 7631 followers, 7904 engagements "I don't know if it'll delay Cybercab. AI4 might be able to do it a projected 10x parameter count for it is huge. What's more worrying is that it will be four years between AI4 and AI5. Meanwhile NVIDIA has moved to a yearly release cadence. Personally I think the chances of Dojo ever catching up to NVIDIA are slim"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948509779586154912) 2025-07-24 22:25:07 UTC 7631 followers, XXX engagements "@Moonlit_Son @RedwolfTesla @HinrichsZane Tesla never sells anything at a gross profit loss. Operating loss yes while ramping to full scale production. But itll still be priced appropriately for profit. Unless Elon has really taken his eye off the ball Tesla semi will be a profitable product line for Tesla"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1947310459251761386) 2025-07-21 14:59:27 UTC 7628 followers, XXX engagements "Three months ago I wrote that $TSLA is going through a transition no less dramatic than what Netflix did when it transitioned to online streaming from mailing DVDs. I predicted a smooth transition unlike Netflix's XX% stock drop. I may have been optimistic. 🧵"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948396698566643871) 2025-07-24 14:55:47 UTC 7631 followers, XXX engagements "-------- Affordable Models --------- Will be pushed back to 25Q4 launch (probably to sell current lineup in US as federal tax credit expires in Q3). When asked about what it looks like Elon said something about it looking like a Model Y but unsure if he was joking Elon stop making jokes on earnings calls. Seriously"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948158704706371989) 2025-07-23 23:10:04 UTC 7631 followers, 9853 engagements "Nonetheless the CEO is saying that we are in a gap between automotive revenues stalling out and Robotaxi business taking off. It would have been nice if Tesla could have managed to not actually decline automotive revenues but here we are"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948397115681481197) 2025-07-24 14:57:26 UTC 7631 followers, XXX engagements "@Kitingbikinguk @pbeisel I understand that. But Tesla produces full color images for humans when you look at dash cam videos which give videos from many cameras. How is that possible from RCCC filters"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1947863425499230449) 2025-07-23 03:36:44 UTC 7624 followers, XX engagements "@SawyerMerritt He didnt need to say that but I understand the impulse to get ahead of the incorrect canard that SpaceX receives subsidies. Trump however didnt mention SpaceX at all"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948549265879695645) 2025-07-25 01:02:01 UTC 7631 followers, 36.6K engagements "@drycathode @WholeMarsBlog In Europe I believe German car brands and Chinese cars are selling just fine there. Let me know if Im wrong"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948246850105950367) 2025-07-24 05:00:20 UTC 7624 followers, XX engagements "Tucker Carlson just attacked Bill Ackman hedge fund superstar resulting in his defense (below). One of Tuckers grievances is that investors are largely useless. This is part and parcel of the pervasive idea that playing the stock market is just gambling and thus of no more use to society than a casino. This pejorative view of the stock market and investing in general is corrosive and XXX% wrong. Investing no matter how it is done (stock market or giving your daughter $XX so she can set up a lemonade stand) means buying something that will be used to deliver products or services to to society"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1944436467889312168) 2025-07-13 16:39:14 UTC 7617 followers, 3084 engagements "@matthew2529_ Stock market looks ahead 6-12 months only. Elon said Tesla earnings arent going to rise for another 12-18 months. So people are moving their money into better performing assets for the next 9-12 months. Very rational"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948556401586094227) 2025-07-25 01:30:23 UTC 7631 followers, XX engagements "@carsonight @Moonlit_Son @RedwolfTesla @HinrichsZane What numbers are you using for that"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1947326895281827976) 2025-07-21 16:04:46 UTC 7469 followers, XX engagements "@LACYF50 @LimitingThe Well China is with humanoids. And come to think about it Tesla and Waymo are running X ton autonomous robots with the ability to run people over so safety IS possible. I was just pointing out that delicately gripping a popcorn box isnt a big flex"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1947495486237380860) 2025-07-22 03:14:41 UTC 7512 followers, XXX engagements "@ozently @dok2001 @Starlink @Cloudflare Nobody knows 😀"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948480337987994083) 2025-07-24 20:28:08 UTC 7631 followers, XXX engagements "Quite true Training AI on photon counts was a wild idea when I first heard about it. Creates a lot more work for Tesla but it also pays a lot of dividends. Lower latency is a huge one since all that signal processing takes time. But better dynamic range and effectively being able to see better in the dark is also huge"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1947874172534985032) 2025-07-23 04:19:27 UTC 7626 followers, XXX engagements "@WholeMarsBlog 💯 It's kinda criminal actually. We could easily have a million more cars on the road using FSD now reducing accidents. People are literally dying because Elon DOESN'T EFFING ADVERTISE his lifesaving product"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948162689630691617) 2025-07-23 23:25:54 UTC 7628 followers, XXX engagements "@dok2001 @Starlink @Cloudflare Its always BGP isnt it Hope they didnt get hacked"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948479879164432455) 2025-07-24 20:26:18 UTC 7631 followers, 1224 engagements "@gregory_FTA @adcock_colby Im very long Tesla. Have been since 2013. I dont have a very biased view against Tesla and Elon. For Petes sake I authored two very long positive videos about Cybertruck Electrical architecture and Starlink"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1947807627469033654) 2025-07-22 23:55:01 UTC 7620 followers, XX engagements "Figure is the humanoid robot company that appears to be furthest along. Here's their robot doing a ONE HOUR long continuous task fully autonomously. I haven't seen anyone else post a one hour long autonomous video"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1947665209159463414) 2025-07-22 14:29:06 UTC 7613 followers, 1360 engagements "-------- Energy Megapack --------- Will the BBB's negative impact on solar energy impact the sales pipeline for Megapack No. Current Megapack sales are not heavily paired with solar. Also solar will still be built. Also see the growth in datacenter and standalone and worldwide markets. Forecasting a very strong 2H25. Investing heavily in LFP to come on line by end of 2025 for stationary storage localization of US battery supply for Megapack/Powerwall. Houston will see the second US Megapack factory in 2026. Megapacks upgrades coming (they had previously talked about integrating utility"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948158836843659453) 2025-07-23 23:10:36 UTC 7631 followers, 7975 engagements "@_daniel_riley @freshjiva Sir this is an earnings call we dont talk about last quarters metrics here I guess we can all be glad no one could actually understand the CFO 😂"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948480828964757911) 2025-07-24 20:30:05 UTC 7628 followers, X engagements "@chazman Thats a good point. Ive been using FSD since 2015 so Ive had many many years to get used to it. Ive forgotten what its like as a brand new user"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948177586972201166) 2025-07-24 00:25:06 UTC 7624 followers, XXX engagements "Summaries of the just concluded Tesla earnings call. -------- Robotaxi --------- Austin service area will expand in "2 weeks" to a significantly bigger area than Waymo's 10x Tesla's current size. Next areas include SF Bay Area Florida Arizona Nevada. In process of getting regulatory approval for SF Bay Area. Robotaxi available to half of US population by end of this year subject to regulatory approval (I'd take this with a grain of salt). Should have unmanned delivery in Bay Area and Austin by end of year. About putting customer cars into Robotaxi network Elon said "Haven't thought hard about"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948158488083116379) 2025-07-23 23:09:13 UTC 7631 followers, 174.9K engagements "@freshjiva Yeah I was surprised no one mentioned this on the earnings call or that Tesla didn't address it themselves"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948414978974945398) 2025-07-24 16:08:25 UTC 7631 followers, XXX engagements "@alojoh @elonmusk @Tesla Let's not get ahead of ourselves here. It isn't clear (to anyone including Tesla) that this kind of restaurant can make money. Their prices are high 24/7 is expensive and restaurant margins are notoriously tiny. It is a very hard business to make money in"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1947674384820265022) 2025-07-22 15:05:34 UTC 7598 followers, 3039 engagements "Hmmm. Seems that the capacity issue is to/from Indonesian ground gateways rather from customer density. Indonesia put restrictions such that all data must flow through Indonesian gateways and of course building new gateways takes permitting time etc. If Indonesia allowed Starlink to use their satellite space laser network to offload data in other countries that didnt have overloaded gateways then theyd probably be fine"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1947331537554546748) 2025-07-21 16:23:12 UTC 7469 followers, XXX engagements "@TomerHacohen Robotaxi expansion will indeed drive everything in the next year. Right now we are still seeing interventions so not clear when and how fast they can expand. Its probably better than Waymo now even with the interventions but Tesla has high standards"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948482512491348423) 2025-07-24 20:36:46 UTC 7631 followers, XXX engagements ""If Bitcoin were to hypothetically replace a government-issued currency as the benchmark for the risk-free rate" Bitcoin risk free If people decide the next shiny new thing is better Bitcoin's value drops to X over time. Not to mention its incredible volatility. Next recession you'll be seeing lots of draw down as people spend their Bitcoin to make ends meet. I don't think the scenario you've posted is valid"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1947372137419051241) 2025-07-21 19:04:32 UTC 7512 followers, XXX engagements "Hes saying that earnings are going to be bad or flat for the next four quarters() AND the only way out will be a brand new speculative Robotaxi service which has zero revenue/earnings guidance. Ouch"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948396923498738022) 2025-07-24 14:56:40 UTC 7631 followers, XXX engagements "I keep running into people who think wireless technologies are going to replace fiber optics for communications. Either Wifi Cellular or Satellite (Starlink). It's never going to happen. This picture of the electromagnetic spectrum shows one reason why. All wireless communications use radio frequencies whereas fiber uses optical frequencies which are up 10000 times higher. A single strand of fiber can carry about 5000 times as much data as a radio transmission. The inset image of an approx. 1" fiber cable carrying 1732 individual fiber strands is another reason why fiber is king. You can't"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1941311412963508595) 2025-07-05 01:41:23 UTC 7545 followers, 310.9K engagements "Looks like Tesla Robotaxi will be rolling out in these cities next based on Autopilot job postings. Tempe AZ Henderson NV Palo Alto CA Jacksonville FL Fremont CA San Diego CA And of course Austin"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1943145892175057278) 2025-07-10 03:10:57 UTC 7597 followers, 72.8K engagements "@arielhelwani Ive competed in no stakes amateur games like pickleball and just that messes with your mind. I cannot fathom how hard it would be to fight knowing that a mistake has serious physical pain and future suffering attached to it. Respect to all warriors who step in a cage"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1947479256482910701) 2025-07-22 02:10:11 UTC 7489 followers, 2743 engagements "Elon in yesterdays earnings call: So I mean does that mean like we could have a few rough quarters Yes we probably could have a few rough quarters. And I'm not saying we will but we could Q4 Q1 maybe Q2. But once you get to autonomy at scale in the second half of next year certainly by the end of next year I think I would be surprised if Tesla's economics are not very compelling"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948396851172122740) 2025-07-24 14:56:23 UTC 7631 followers, XXX engagements "You realize Tesla stubbed their toe with Optimus recently right They were forced to redesign various parts of Optimus when they found out their initial V3 design wasnt going to work for cost/reliability/longevity reasons. Elon had predicted 5000 Optimus X bots by end of 2025. It now sounds like on the order of dozens of V3 prototypes. It is still early days in the humanoid robot space so this isnt a critical problem yet. But there exist credible US and Chinese competitors who arent standing still and are spinning up their finished manufacturing lines now. This isnt 2008/2012 when Tesla had no"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948244387298963866) 2025-07-24 04:50:33 UTC 7631 followers, 9173 engagements "@GoingBallistic5 What's the point of these projections when Tesla doesn't even have a viable prototype made nor a manufacturing line It's all a bit silly right now"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948401623044092011) 2025-07-24 15:15:21 UTC 7624 followers, XXX engagements "Overall a fairly information dense update. I don't know what the share price will do with this though: Elon: "We could have a few rough quarters coming up Q4 Q1 Q2 but 2H26 looks great maybe end of next year.""  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948159257146450017) 2025-07-23 23:12:16 UTC 7631 followers, 6663 engagements "@niccruzpatane One of the many problems with the X is non foldable second row seats. If this new Y has foldable second and third row seats that would be great"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1945646280723894672) 2025-07-17 00:46:36 UTC 7624 followers, 2197 engagements "@TeslaBoomerMama NO ONE KNOWS ABOUT IT. Tesla is horrible at communicating how great their cars are. Word of mouth worked in 2015. It doesn't work in 2025 And Tesla isn't getting good free positive press like they used to either"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948162125991723138) 2025-07-23 23:23:40 UTC 7631 followers, 2389 engagements "@ChampRDS @arielhelwani As Dana said lots of guys say they want to throw down but few actually mean it. Max actually means it and hes damn good at it"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1947413250200817717) 2025-07-21 21:47:54 UTC 7512 followers, 16.7K engagements "@Starlink Configuration issue Some single point of failure malfunctioning Bad software update Hacker attack Google data center going down Did I miss anything"  [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948475022689140993) 2025-07-24 20:07:00 UTC 7631 followers, 111.1K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@PTrubey Phil Trubey
Phil Trubey posts on X about tesla, robot, optimus, $tsla the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXX +69%
- X Month XXXXXXXXX +157%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +293%
Mentions: XX #
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX +75%
Followers: XXXXX #
- X Week XXXXX +0.62%
- X Month XXXXX +9.80%
- X Months XXXXX +53%
- X Year XXXXX +292%
CreatorRank: XXXXXX #
Social Influence #
Social category influence stocks #1160 automotive brands #1309 celebrities XXXX% finance #1963 technology brands #6741 countries XXXX% travel destinations XXXX% cryptocurrencies XXXX%
Social topic influence tesla #141, robot 3.85%, optimus 2.56%, $tsla #950, 10x #14, money 2.56%, waymo 2.56%, cloudflare #23, humanoid 2.56%, los angeles XXXX%
Top accounts mentioned or mentioned by @sawyermerritt @wholemarsblog @starlink @figurerobot @limitingthe @carsonight @chasesawman @goer_of_overs @grok @pbeisel @grandnagus @weighingin2 @dovysimumma @oopfuture @moonlitson @redwolftesla @hinrichszane @elonmusk @nosheepusebrain @kitingbikinguk
Top assets mentioned Tesla, Inc. (TSLA) Cloudflare, Inc. (NET) Bitcoin (BTC) Alphabet Inc Class A (GOOGL)
Top Social Posts #
Top posts by engagements in the last XX hours
"@suups @TheHumanoidHub @Grok is the Optimus robot in the new Tesla diner in Los Angeles running in autonomous mode or teleoperated by a human Give sources if you can"
@PTrubey on X 2025-07-21 23:53:04 UTC 7496 followers, XXX engagements
"@pbeisel Great article. Im wondering how Tesla produces full color images for human consumption if their sensor is only RCCC" @PTrubey on X 2025-07-22 15:21:27 UTC 7628 followers, XXX engagements
"-------- CFO/Financials --------- Oof. Elon: "We could have a few rough quarters coming up Q4 Q1 Q2 but 2H26 looks great maybe end of next year." Next several years Tesla will transition from pre-autonomy to post-autonomy. "Some teething pains will occur." Robotaxi should have material impact on Tesla financials by the end of 2026. BBB will negatively impact all operations including vehicles energy. $284M Bitcoin gain in Q1 va $125M loss in Q1. $9B() of capex for rest of 2025. Tesla will be financing Robotaxi network through a combination of cash and eventually debt financing based on" @PTrubey on X 2025-07-23 23:09:49 UTC 7631 followers, 10.7K engagements
"@joma_gc Thanks for the summary so I dont have to wade through all the garbage. While mildly interesting in a voyeuristic kind of way in the end who cares what Hunter Biden says and thinks" @PTrubey on X 2025-07-22 00:12:58 UTC 7631 followers, 56.3K engagements
"There are plenty of companies/academic research projects that are doing long horizon complex manipulation tasks fully autonomous here's just the latest one I ran across. But it is still very much an active research area" @PTrubey on X 2025-07-22 14:25:53 UTC 7613 followers, 1629 engagements
"Will the stock price tumble on this Who the heck knows. Predicting $TSLA is a fools errand. You think its going to zig and it zags. And you dont want to be late to the party when it does finally start going up because historically it has huge quick run ups" @PTrubey on X 2025-07-24 14:57:05 UTC 7631 followers, XXX engagements
"@weighingin2 @Starlink Yeah those cheap on off toggle switches get you every time 😜" @PTrubey on X 2025-07-25 01:03:11 UTC 7631 followers, XXX engagements
"@SawyerMerritt Yeah that was disappointing" @PTrubey on X 2025-07-24 14:46:14 UTC 7631 followers, 21.6K engagements
"----- Upcoming November Shareholder Meeting ----- When asked about Tesla investing in xAI Elon said shareholders should put forward proposals for the upcoming shareholder meeting. Smart call to remove himself from this since he has personal conflicts of interest on this. Elon said he hopes his compensation is addressed at the shareholder meeting. Shareholder meeting will have more info about AI" @PTrubey on X 2025-07-23 23:11:05 UTC 7631 followers, 7904 engagements
"I don't know if it'll delay Cybercab. AI4 might be able to do it a projected 10x parameter count for it is huge. What's more worrying is that it will be four years between AI4 and AI5. Meanwhile NVIDIA has moved to a yearly release cadence. Personally I think the chances of Dojo ever catching up to NVIDIA are slim" @PTrubey on X 2025-07-24 22:25:07 UTC 7631 followers, XXX engagements
"@Moonlit_Son @RedwolfTesla @HinrichsZane Tesla never sells anything at a gross profit loss. Operating loss yes while ramping to full scale production. But itll still be priced appropriately for profit. Unless Elon has really taken his eye off the ball Tesla semi will be a profitable product line for Tesla" @PTrubey on X 2025-07-21 14:59:27 UTC 7628 followers, XXX engagements
"Three months ago I wrote that $TSLA is going through a transition no less dramatic than what Netflix did when it transitioned to online streaming from mailing DVDs. I predicted a smooth transition unlike Netflix's XX% stock drop. I may have been optimistic. 🧵" @PTrubey on X 2025-07-24 14:55:47 UTC 7631 followers, XXX engagements
"-------- Affordable Models --------- Will be pushed back to 25Q4 launch (probably to sell current lineup in US as federal tax credit expires in Q3). When asked about what it looks like Elon said something about it looking like a Model Y but unsure if he was joking Elon stop making jokes on earnings calls. Seriously" @PTrubey on X 2025-07-23 23:10:04 UTC 7631 followers, 9853 engagements
"Nonetheless the CEO is saying that we are in a gap between automotive revenues stalling out and Robotaxi business taking off. It would have been nice if Tesla could have managed to not actually decline automotive revenues but here we are" @PTrubey on X 2025-07-24 14:57:26 UTC 7631 followers, XXX engagements
"@Kitingbikinguk @pbeisel I understand that. But Tesla produces full color images for humans when you look at dash cam videos which give videos from many cameras. How is that possible from RCCC filters" @PTrubey on X 2025-07-23 03:36:44 UTC 7624 followers, XX engagements
"@SawyerMerritt He didnt need to say that but I understand the impulse to get ahead of the incorrect canard that SpaceX receives subsidies. Trump however didnt mention SpaceX at all" @PTrubey on X 2025-07-25 01:02:01 UTC 7631 followers, 36.6K engagements
"@drycathode @WholeMarsBlog In Europe I believe German car brands and Chinese cars are selling just fine there. Let me know if Im wrong" @PTrubey on X 2025-07-24 05:00:20 UTC 7624 followers, XX engagements
"Tucker Carlson just attacked Bill Ackman hedge fund superstar resulting in his defense (below). One of Tuckers grievances is that investors are largely useless. This is part and parcel of the pervasive idea that playing the stock market is just gambling and thus of no more use to society than a casino. This pejorative view of the stock market and investing in general is corrosive and XXX% wrong. Investing no matter how it is done (stock market or giving your daughter $XX so she can set up a lemonade stand) means buying something that will be used to deliver products or services to to society" @PTrubey on X 2025-07-13 16:39:14 UTC 7617 followers, 3084 engagements
"@matthew2529_ Stock market looks ahead 6-12 months only. Elon said Tesla earnings arent going to rise for another 12-18 months. So people are moving their money into better performing assets for the next 9-12 months. Very rational" @PTrubey on X 2025-07-25 01:30:23 UTC 7631 followers, XX engagements
"@carsonight @Moonlit_Son @RedwolfTesla @HinrichsZane What numbers are you using for that" @PTrubey on X 2025-07-21 16:04:46 UTC 7469 followers, XX engagements
"@LACYF50 @LimitingThe Well China is with humanoids. And come to think about it Tesla and Waymo are running X ton autonomous robots with the ability to run people over so safety IS possible. I was just pointing out that delicately gripping a popcorn box isnt a big flex" @PTrubey on X 2025-07-22 03:14:41 UTC 7512 followers, XXX engagements
"@ozently @dok2001 @Starlink @Cloudflare Nobody knows 😀" @PTrubey on X 2025-07-24 20:28:08 UTC 7631 followers, XXX engagements
"Quite true Training AI on photon counts was a wild idea when I first heard about it. Creates a lot more work for Tesla but it also pays a lot of dividends. Lower latency is a huge one since all that signal processing takes time. But better dynamic range and effectively being able to see better in the dark is also huge" @PTrubey on X 2025-07-23 04:19:27 UTC 7626 followers, XXX engagements
"@WholeMarsBlog 💯 It's kinda criminal actually. We could easily have a million more cars on the road using FSD now reducing accidents. People are literally dying because Elon DOESN'T EFFING ADVERTISE his lifesaving product" @PTrubey on X 2025-07-23 23:25:54 UTC 7628 followers, XXX engagements
"@dok2001 @Starlink @Cloudflare Its always BGP isnt it Hope they didnt get hacked" @PTrubey on X 2025-07-24 20:26:18 UTC 7631 followers, 1224 engagements
"@gregory_FTA @adcock_colby Im very long Tesla. Have been since 2013. I dont have a very biased view against Tesla and Elon. For Petes sake I authored two very long positive videos about Cybertruck Electrical architecture and Starlink" @PTrubey on X 2025-07-22 23:55:01 UTC 7620 followers, XX engagements
"Figure is the humanoid robot company that appears to be furthest along. Here's their robot doing a ONE HOUR long continuous task fully autonomously. I haven't seen anyone else post a one hour long autonomous video" @PTrubey on X 2025-07-22 14:29:06 UTC 7613 followers, 1360 engagements
"-------- Energy Megapack --------- Will the BBB's negative impact on solar energy impact the sales pipeline for Megapack No. Current Megapack sales are not heavily paired with solar. Also solar will still be built. Also see the growth in datacenter and standalone and worldwide markets. Forecasting a very strong 2H25. Investing heavily in LFP to come on line by end of 2025 for stationary storage localization of US battery supply for Megapack/Powerwall. Houston will see the second US Megapack factory in 2026. Megapacks upgrades coming (they had previously talked about integrating utility" @PTrubey on X 2025-07-23 23:10:36 UTC 7631 followers, 7975 engagements
"@_daniel_riley @freshjiva Sir this is an earnings call we dont talk about last quarters metrics here I guess we can all be glad no one could actually understand the CFO 😂" @PTrubey on X 2025-07-24 20:30:05 UTC 7628 followers, X engagements
"@chazman Thats a good point. Ive been using FSD since 2015 so Ive had many many years to get used to it. Ive forgotten what its like as a brand new user" @PTrubey on X 2025-07-24 00:25:06 UTC 7624 followers, XXX engagements
"Summaries of the just concluded Tesla earnings call. -------- Robotaxi --------- Austin service area will expand in "2 weeks" to a significantly bigger area than Waymo's 10x Tesla's current size. Next areas include SF Bay Area Florida Arizona Nevada. In process of getting regulatory approval for SF Bay Area. Robotaxi available to half of US population by end of this year subject to regulatory approval (I'd take this with a grain of salt). Should have unmanned delivery in Bay Area and Austin by end of year. About putting customer cars into Robotaxi network Elon said "Haven't thought hard about" @PTrubey on X 2025-07-23 23:09:13 UTC 7631 followers, 174.9K engagements
"@freshjiva Yeah I was surprised no one mentioned this on the earnings call or that Tesla didn't address it themselves" @PTrubey on X 2025-07-24 16:08:25 UTC 7631 followers, XXX engagements
"@alojoh @elonmusk @Tesla Let's not get ahead of ourselves here. It isn't clear (to anyone including Tesla) that this kind of restaurant can make money. Their prices are high 24/7 is expensive and restaurant margins are notoriously tiny. It is a very hard business to make money in" @PTrubey on X 2025-07-22 15:05:34 UTC 7598 followers, 3039 engagements
"Hmmm. Seems that the capacity issue is to/from Indonesian ground gateways rather from customer density. Indonesia put restrictions such that all data must flow through Indonesian gateways and of course building new gateways takes permitting time etc. If Indonesia allowed Starlink to use their satellite space laser network to offload data in other countries that didnt have overloaded gateways then theyd probably be fine" @PTrubey on X 2025-07-21 16:23:12 UTC 7469 followers, XXX engagements
"@TomerHacohen Robotaxi expansion will indeed drive everything in the next year. Right now we are still seeing interventions so not clear when and how fast they can expand. Its probably better than Waymo now even with the interventions but Tesla has high standards" @PTrubey on X 2025-07-24 20:36:46 UTC 7631 followers, XXX engagements
""If Bitcoin were to hypothetically replace a government-issued currency as the benchmark for the risk-free rate" Bitcoin risk free If people decide the next shiny new thing is better Bitcoin's value drops to X over time. Not to mention its incredible volatility. Next recession you'll be seeing lots of draw down as people spend their Bitcoin to make ends meet. I don't think the scenario you've posted is valid" @PTrubey on X 2025-07-21 19:04:32 UTC 7512 followers, XXX engagements
"Hes saying that earnings are going to be bad or flat for the next four quarters() AND the only way out will be a brand new speculative Robotaxi service which has zero revenue/earnings guidance. Ouch" @PTrubey on X 2025-07-24 14:56:40 UTC 7631 followers, XXX engagements
"I keep running into people who think wireless technologies are going to replace fiber optics for communications. Either Wifi Cellular or Satellite (Starlink). It's never going to happen. This picture of the electromagnetic spectrum shows one reason why. All wireless communications use radio frequencies whereas fiber uses optical frequencies which are up 10000 times higher. A single strand of fiber can carry about 5000 times as much data as a radio transmission. The inset image of an approx. 1" fiber cable carrying 1732 individual fiber strands is another reason why fiber is king. You can't" @PTrubey on X 2025-07-05 01:41:23 UTC 7545 followers, 310.9K engagements
"Looks like Tesla Robotaxi will be rolling out in these cities next based on Autopilot job postings. Tempe AZ Henderson NV Palo Alto CA Jacksonville FL Fremont CA San Diego CA And of course Austin" @PTrubey on X 2025-07-10 03:10:57 UTC 7597 followers, 72.8K engagements
"@arielhelwani Ive competed in no stakes amateur games like pickleball and just that messes with your mind. I cannot fathom how hard it would be to fight knowing that a mistake has serious physical pain and future suffering attached to it. Respect to all warriors who step in a cage" @PTrubey on X 2025-07-22 02:10:11 UTC 7489 followers, 2743 engagements
"Elon in yesterdays earnings call: So I mean does that mean like we could have a few rough quarters Yes we probably could have a few rough quarters. And I'm not saying we will but we could Q4 Q1 maybe Q2. But once you get to autonomy at scale in the second half of next year certainly by the end of next year I think I would be surprised if Tesla's economics are not very compelling" @PTrubey on X 2025-07-24 14:56:23 UTC 7631 followers, XXX engagements
"You realize Tesla stubbed their toe with Optimus recently right They were forced to redesign various parts of Optimus when they found out their initial V3 design wasnt going to work for cost/reliability/longevity reasons. Elon had predicted 5000 Optimus X bots by end of 2025. It now sounds like on the order of dozens of V3 prototypes. It is still early days in the humanoid robot space so this isnt a critical problem yet. But there exist credible US and Chinese competitors who arent standing still and are spinning up their finished manufacturing lines now. This isnt 2008/2012 when Tesla had no" @PTrubey on X 2025-07-24 04:50:33 UTC 7631 followers, 9173 engagements
"@GoingBallistic5 What's the point of these projections when Tesla doesn't even have a viable prototype made nor a manufacturing line It's all a bit silly right now" @PTrubey on X 2025-07-24 15:15:21 UTC 7624 followers, XXX engagements
"Overall a fairly information dense update. I don't know what the share price will do with this though: Elon: "We could have a few rough quarters coming up Q4 Q1 Q2 but 2H26 looks great maybe end of next year."" @PTrubey on X 2025-07-23 23:12:16 UTC 7631 followers, 6663 engagements
"@niccruzpatane One of the many problems with the X is non foldable second row seats. If this new Y has foldable second and third row seats that would be great" @PTrubey on X 2025-07-17 00:46:36 UTC 7624 followers, 2197 engagements
"@TeslaBoomerMama NO ONE KNOWS ABOUT IT. Tesla is horrible at communicating how great their cars are. Word of mouth worked in 2015. It doesn't work in 2025 And Tesla isn't getting good free positive press like they used to either" @PTrubey on X 2025-07-23 23:23:40 UTC 7631 followers, 2389 engagements
"@ChampRDS @arielhelwani As Dana said lots of guys say they want to throw down but few actually mean it. Max actually means it and hes damn good at it" @PTrubey on X 2025-07-21 21:47:54 UTC 7512 followers, 16.7K engagements
"@Starlink Configuration issue Some single point of failure malfunctioning Bad software update Hacker attack Google data center going down Did I miss anything" @PTrubey on X 2025-07-24 20:07:00 UTC 7631 followers, 111.1K engagements